Panoramika Advisors provides asset management and research to individuals and corporations. Investment advice is provided through non-discretionary accounts, meaning Panoramika Advisors will make recommendations, but clients make the final decision. Panoramika Advisors also offers family office services, including financial planning, retirement planning, real estate planning, and trust services.
Assets Under Management$1.1B
Clients26
AdvisorsN/A
Avg. per Client$40M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
All fees are negotiable. Adviser may enter into flat fee arrangements from time to time, typically for administrative services provided to clients or client accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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